Asset Management
You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage your financial assets using a prudent and conscientious approach.
If you fail to plan for life after work, all the effort you’ve put into your working life may be jeopardized, and you may be left with more questions than answers. And an ill-prepared retirement is bound to be one filled with financial stress and chaos, instead of life-enriching experiences and freedom.
Why Asset Management is Important
Individuals and families depend on the assets they accumulate over the years, being able to sustain them later in life – in retirement or in the event of an unforeseen need. However, not everyone has the time to monitor and manage their assets. And even if you do have the time, you might not have the skills and patience to do so. In not managing your assets diligently over your accumulation phase, you could leave them exposed to erosion, destruction, or depletion. The result: You might not have those assets (or a significant portion of them) in times of need.
How We Can Help
Determining Your Objectives
Not everyone has the same, or similar, financial objectives as they embark upon accumulating their wealth. To manage your assets prudently, we first need to understand what your goals are for initially accumulating and subsequently using those assets.
Helping You Choose Your Optimal Asset Mix
There are literally hundreds of asset types that you can invest in, and as many ways to do so. Depending on your goals for asset use, we’ll help you choose the right asset mix that will most efficiently/effectively accomplish those goals.
Strategic Asset Allocation Plans (SAAP) and Tactical Asset Allocation Plans (TAAP)
Successful investing is all about successful planning. We’ll help create both long-term (strategic) and short-term (tactical) asset allocation and management plans in line with the recommended asset mix.
Building Your Portfolio
Today, thanks to DIY-investing, anyone can create a discount brokerage account and start buying assets and including them in a portfolio. However, that’s not the most efficient or effective way to create long-term wealth. Using the allocation mix agreed upon, we’ll build a results-focused portfolio of individual investments (Stocks, Bonds, Mutual Funds, ETFs, Alternate investments) that will help get you to your financial objectives.
Managing Risk
Our Asset Management strategy includes appropriate risk mitigation as part of this service. Where there are new risks to the portfolio, we’ll consult with you and propose timely and appropriate actions to manage and mitigate them.
Reviewing, Reporting & Recommending Changes to The Strategy
Our financial services is based on constant and open communication and collaboration with our clients. Through regularly scheduled reporting and conversations, we aim to review, revise, and update your asset management plans to meet your changing circumstances.
